Investing is not rocket science.

It's a process & discipline.

Mick Graham & Associates

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

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Endowments & Foundations

We help our clients implement strategies to effectively manage their portfolio, stewardship duties and spending policy needs.

Meet the Team